How to Upload Marketplace Transactions

Want to upload marketplace transactions like Amazon, Etsy, Walmart, and eBay in order to better track your nexus across states? This article will explain the best way to upload marketplace transactions using a CSV file.

A marketplace transaction differs from a standard store transaction because the tax has already been paid through the marketplace. However, merchants should upload their marketplace transactions in order to get a more complete picture of their progress to nexus across states.

Steps

Follow these steps to upload marketplace transactions:

Step 1: Access your account

Step 2: Navigate to the CSV Uploader

Select the Transactions tab, and then Uploads. Select 'Upload a CSV file' in the top right corner.

Step 3: Prepare the CSV File

Ensure that your CSV file meets the required format and includes all necessary columns. A key column to note is ExcludeFromFiling.

The ExcludeFromFiling Column

This column determines whether a transaction should be included in tax filings:

FALSE: The transaction will be included in filing and handled by TaxCloud.
TRUE: The transaction will not be included in filing. Use this for:

Marketplace transactions
Transactions already filed by another party (e.g., the merchant or a third-party service)

Step 4: Upload the CSV File

Click the Upload button within the CSV uploader tool.

Next Steps

This process ensures that all necessary marketplace transactions are included while avoiding duplicate filings. TaxCloud's team will not rerun reports or file taxes on any transactions uploaded for filing that fall outside of the current month's transactions.

For additional support, please contact TaxCloud Support.